176 jobs found

Fund Controller, Debt Investments (m f x) London Corporate Finance & Controlling Vollzeit ohne Führungsaufgaben mit betrieblicher Altersvorsorge Downloads Team Overview: Within the specialised Debt Investments business, there is a Debt Finance & Loan Agency team of 6 people responsible for accounting, financial reporting, cash management, statutory / fiscal compliance and the loan agency & servicing for all funds and separate accounts advised by the Debt Investment team. The team currently manages eight debt funds / separate accounts. The Finance team also plays a key role in fund structuring/set-up, bank financing and liquidations as well as taking responsibility for corporate matters in relation to fund entities. LaSalle are looking to recruit an experienced Fund Controller with drive, excellent communication skills and the ability to work in the challenging and exciting Debt Investment business. The candidate will take ownership of a mezzanine debt fund which is in its divestment phase alongside its side car vehicle which is still in its investment period. The successful candidate will also be overseeing the loan agency & servicing function managed by a third-party service provider. Accounting & Operations Oversight and management of the accounting, consolidation and reporting processes for the fund, including quarterly/annual financial statements, investor reporting, annual financial accounts and investor requests. The candidate will be required to review the accounts of the fund (with the assistance of external providers). Manage the audit and tax compliance processes, including fee negotiations, scope determination, appointment and co-ordination of external advisers Serving as a single point of contact for internal fund managers, portfolio & asset managers and administrators. Responsible for cash management of the fund, including calculation of investor calls and distributions along with making recommendations to the fund managers Oversight and management of back leverage compliance requirements Interact and liaise with different LaSalle functions in accordance with internal controls, external regulations and specific fund processes Liaise with the wider and different LaSalle Finance functions and ensure all information and reporting requirements are provided in an accurate and timely manner - including budgeting and forecasting. Assist in due diligence and structuring of new debt investments. Working closely with the wider banking team / service provider to ensure seamless setup and running of the pledged accounts, being the link between the borrower and the banking team / service provider. Loan Agency & Servicing Oversight of loan agency & servicing aspects of the loans within the fund including Day 1 set up of new deals in the system, interest payment statements, compliance testing, waterfalls management, valuations instructions and dealing with borrower requests - in accordance with loan agreements Have deep understanding of the loan investment portfolio. Liaise with internal specialists to draft recommendations with respect to borrower requests/ issues. Required Qualifications & Experience: Qualified accountant with 1 - 2 years post qualification experience (ACA, ACCA preferred) Fund or CRE debt experience (an experience in both would be advantageous but not essential) Knowledge of loan agreements mechanics & key operational clauses Excellent Excel knowledge and experience of Yardi or similar General Ledger systems an advantage Good problem solving and analytical skills Self-motivated/takes initiative, pro-active with a 'client-service' mentality whether internal or external 'clients' Organised, methodical and with an eye for detail and accuracy Hard working, ability to meet deadlines and multi-task Excellent verbal and written communication skills

Client Delivery Lead (Financial Services Administrator) Hybrid working - Succession Wealth Amersham We are Succession Wealth, from "start up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role: The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be: Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately within specified timelines. To be successful in the role you will need: At least a year's experience in a fast-paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us: A competitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals: Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

Fund Finance Advisor - Project Execution & Lender Engagement Location London Term Full Time 120k Job Description About Us We are an award-winning financial services firm, listed on the London Stock Exchange and recognised by the Financial Times as one of the fastest-growing companies in Europe. With over 300 employees across eight international offices, we support clients in more than 50 countries. Despite our success, we're still only at the beginning of our journey. Over 30% of our team are already shareholders, and we're committed to offering this opportunity to more people each year. Our strength lies in our people. We're passionate about empowering ambitious individuals who want to take their careers to the next level and be part of a fast-growing, exciting story. Role & Responsibilities This role focuses on leading project execution and lender engagement within the Fund Finance advisory team. Key responsibilities include: Leading and delivering Fund Finance advisory projects Managing the full financing process, from structuring through to close Conducting financial and non-financial analysis, due diligence, and documentation Building strong relationships with lenders, managers, lawyers, and fund administrators Supporting business growth through strategic planning and client pitches Representing the firm at industry events and conferences Skills & Requirements 4+ years' experience in fund finance (lender, borrower, or advisor) Strong communication skills with ability to win and manage clients Proven leadership qualities and ability to collaborate in a close-knit team Excellent attention to detail across project delivery Strong project and time management skills, able to handle multiple transactions at once Strong analytical ability What We Offer Transparent commission structure on deals worked on and closed Legendary corporate trips abroad Recognised as the "Top Coolest Office in Europe" Send us an email or give us a call to discuss your recruitment needs

To apply, please email your resume and any additional information to Role: Fund Operations Project Manager Location: London or Birmingham Contract Type: 12 Months - Fixed Term Contract (Full-time) About Capital Dynamics: Capital Dynamics is an independent global asset management firm focusing on private assets, including Private equity (primaries, secondaries and direct investments) and Clean Energy. Established in 1988, the Firm has extensive knowledge and experience developing solutions tailored to meet the exacting needs of a diverse and global client base of institutional and private wealth investors. Capital Dynamics oversees more than USD 15 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia. Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as achieving strong results in GRESB benchmarking for its clean energy strategy. Department Overview: The Capital Dynamics Finance team manage all elements of operational finance, reporting and regulatory reporting obligations. Further, the team provides oversight, controls, and protection to safeguard the firm's interests and budgets while upholding the financial integrity of the business. The team also collaborates with the business and stakeholders to drive value creation and efficiencies within the wider organization, either directly or by enabling improved performance to support the firm's continued growth. Role Purpose: Capital Dynamics (CD) seeks to engage an experience fund accountant / controller who will operate in the role of Fund Operations Project Manager - to lead the transformation of our fund administration and 'carried interest' operations. The successful candidate will become a key member of the fund operations team and will oversee the work delivered by our third-party fund administrators. The role requires strong general fund accounting experience, proven knowledge of carried interest calculations, and experience working in the private equity or asset management sector. Key Tasks and Responsibilities: Project manage the end-to-end fund operations transition process and mitigate risks associated with assigned transition events. Work closely with internal stakeholders to manage projects, and transition events in accordance with agreed processes and procedures. Manage communication internally and externally to ensure all stakeholders are aware of progress and are contributing towards the target completion dates. Produce progress reports and provide clear and definitive updates as required for project meetings, Committees and Steering Group meetings. Work alongside legal team on the review of existing limited partnership agreements (LPA's) to identify and define relevant fund-chargeable services. Support LPA monitoring, compliance, and refinement of existing and new terms for new fund vehicles. Oversee the production of carried interest calculations and reporting for all Capital Dynamics funds, in collaboration with CD fund operations and the third-party fund administrator. Work alongside tax experts to ensure legal, tax, and regulatory requirements for CD funds are met. Review of net asset value (NAV) calculations. Work with CD third-party fund administrator to maintain accurate loan and credit facilities. Liaise closely and effectively with our fund administrator to review financial statements, audited annual accounts, coordinate the audit process, and manage and discharge audit queries. Ensure all relevant tax compliance obligations for investment funds in domiciled jurisdictions. Support the preparation of accounting, tax, and reporting for CD employee investment vehicles. Skills, Education and Qualifications: Qualified Accounting (ACA / ACCA / CIMA or equivalent). Minimum of 8 to 10 years' relevant experience, with at least the last 4 working in a private equity firm or similar financial services organization - i.e. Venture Capital, Asset Management, etc. Extensive knowledge of account standards - IFRS, US GAAP, and UK GAAP is beneficial. Proven track record in fund administration / fund accounting, asset management audit, or tax consulting. Experience of carried interest accounting and calculation is essential. Excellent project management experience. Understanding of US federal tax processes including K1 / 1065, K2, and K3 filings is highly desirable. Solid technical and working knowledge of the topics of fund legal documents (LPA's) and fund oversight model. Strong understanding of private company securities and legal/structural preferences, and modelling abilities. The ability to document, justify, and demonstrate complex fund finance, accounting, and fund operation matters. Ability to analyze and organize large amounts of data in an efficient manner. Languages: Must be fluent in English and display superior verbal/written communication skills. Diversity & Inclusion: Capital Dynamics is an Equal Opportunity Employer and is committed to creating a global diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion ("D&I") is key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics. Please inform our recruitment team if you have a disability, condition or difference that may require us to make any adjustments as part of your application process or during employment.

Overview Company overview Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit Job title and location Job title: Investment Banker, Financial Institutions Group (French Speaker) Corporate Title: Associate Department: Investment Banking Location: London Role description Financial Institutions Group FIG is one of the largest teams in Investment Banking and executes high profile deals, providing analysts with unparalleled deal execution experience. Diversified Financials (incl. asset and wealth managers, insurance brokers and fund administrators) as a subsector of FIG is a highly dynamic and an in-demand specialism where the right candidate will be able to grow a rewarding career. FIG as a whole is a dominant revenue contributor in the EMEA Investment Banking Division. Diversified Financials operate EMEA-wide coverage alongside other sectors including banks, insurance, specialty finance (consumer finance, leasing, etc.). The team is closely integrated with key product teams across Global Finance (Equity Advisory and Debt Capital Markets, Acquisition & Leveraged Finance, Insurance and Risk Solutions Group). Key objectives and responsibilities Assisting in execution of on-going deals within the group, e.g. M&A transactions, strategic advisory Supporting senior bankers delivering strategic advice to clients Strategic idea generation and sector coverage Preparation of pitch book and discussion materials Data analysis Financial modelling and valuation Project management and client handling Skills, experience, qualifications and knowledge required Essential Experience / strong interest in FIG sector, ideally the capital-light segment Experience of working within Investment Banking, Transaction Services/Corporate Finance Group of 'Big 4' Accountancy Firm or boutique advisory firm Mastery of complex modelling and financial analysis (e.g. operating models, DCF, merger models, LBO) Detail orientated and accurate Ability to identify key issues, draw conclusions and raise questions about results Takes ownership and drives processes forward Prioritises and coordinates projects effectively Judgement Fluency in French and English Nomura competencies Trusted Partner Understand clients' needs and issues, and provide solutions utilizing Nomura Group company's resources, earn the clients' trust Acquire a wide range of knowledge as an employee of Nomura, instead of focusing only on one's own area of expertise; play a part in improving the company's services level and corporate value Entrepreneurial leadership Take on new challenges for improvement and cultivate a corporate culture of challenge by driving change in business operations Teamwork Collaboration Ensure views are not biased, accept different opinions and perspectives, and collaborate with other members to create common values Influence Provide appropriate guidance to others and act in a manner that places emphasis on the performance and growth of the organization Integrity Improve further the understanding and awareness of corporate philosophy, professional ethics, compliance risk management, and code of conduct, and make decisions and take actions from a management position Diversity Statement Nomura is committed to an employment policy of equal opportunities, and is fundamentally opposed to any less favourable treatment accorded to existing or potential members of staff on the grounds of race, creed, colour, nationality, disability, marital status, pregnancy, gender or sexual orientation. Disclaimer DISCLAIMER: This Job Description is for reference only, and whilst this is intended to be an accurate reflection of the current job, it is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. The management reserves the right to revise the job and may, at his or her discretion, assign or reassign duties and responsibilities to this job at any time. Nomura is an Equal Opportunity Employer

Treasury Systems Manager page is loaded Treasury Systems Managerlocations: 70 Grosvenor Street, London, W1K 3JPtime type: Full timeposted on: Posted Todayjob requisition id: JR04724Purpose of RoleThe treasury department operates a coordinated function across Grosvenor Property and works with other parts of Grosvenor in an advisory capacity.The Treasury Systems Manager is responsible for managing systems at the intersection of Grosvenor's finance, technology, and risk management functions. The position ensures the effective and secure operation of technology related to cash, liquidity, and risk management processes, and hence requires experience in treasury processes and controls, as well as proficiency in relevant systems to support treasury projects, collaborate with the treasury team, and perform ongoing administration, maintenance, and resolution of system issues. In parallel, the role is also responsible for treasury back-office activities such as workflow and inbox management, account opening/closing and the maintenance of mandates and signatory lists in conjunction with the Cash Analyst, and deputising in their absence.This position will play a vital role in the treasury team's success by driving improvements, resolving technical issues and managing essential back office activity. Candidates should demonstrate solid technical and problem-solving skills, relevant experience, and a clear grasp of treasury systems, processes, and controls, from either a corporate or consultancy environment.Key Responsibilities Drive the transformation of how we work by leading initiatives to automate manual treasury workflows and supporting treasury project workstreams, whilst taking ownership of day-to-day troubleshooting and issue resolution. Primary owner and administrator of treasury systems, configuring and maintaining modules, user access, permissions and controls in addition to overseeing upgrades and testing with IT and vendors. Responsible for interfaces between the TMS, ERP, data warehouse, and banks, supporting straight-through processing (STP) and collaborating with Group Technology to implement API or SWIFT connectivity for global banking relationships. Maintaining data integrity across all treasury systems and interfaces (ERP, bank portals, market data feeds, etc) to ensure accuracy and completeness of financial data flowing into dashboards and reports, and development and maintenance of reporting including Power BI or dashboard development for treasury metrics and KPIs. Ensuring timely and accurate bank account opening, including maintenance of banking and dealing mandates and authorities. Monitoring of Group Treasury mailbox, collaborating with treasury and finance colleagues to share information or coordinate and prepare responses to enquiries. Assisting with any internal and external audit requests when required and deputising for the Cash Analyst in their absence.Key Requirements Essential Expertise in the use and configuration of the FIS Integrity TMS, complemented by solid experience with other common treasury systems and online banking platforms. Experience or demonstrable understanding of daily cash management and settlement processes, familiarity with banking administration and other common treasury processes, and the ability to identify areas of process or control improvement. Advanced user of MS Office suite of applications (Excel, Word, PowerPoint). High attention to detail and excellent problem solving, communication & IT skills. Desirable Completion of a FIS Integrity certification & training programme, or ACT training courses. Consultancy background or previously involved with the implementation of FIS Integrity. A good understanding of common treasury risks and mitigating controls. Experience with PowerBI, and familiar with AI technology. Knowledge of SWIFT messaging formats. Degree educated in a mathematical, scientific or engineering related discipline.To apply for this job please click on "Apply". To begin your application you will be asked to create an account.Please carefully read our Recruitment Privacy Notice before proceeding with an application. The privacy notice sets out how Grosvenor obtains, uses and protects the personal information which you provide to us. You can read the notice here -We think this is a very special place to work. Our international activities span urban property, food and agtech, rural estate management and support for philanthropic initiatives - meaning we are able to offer a wide range of rewarding career opportunities.We are united by a common purpose: to deliver lasting commercial, social and environmental benefit, and this drives everything we do. It means that we put planet and people at the centre of what we do and why we want people with open minds and fresh ideas to join us.

Technology Business Partner - Private Equity and Credit Job ID: Location: Southampton Reports to the Director of Technology - Markets At the Aztec Group we credit our technology as one of the core ingredients to our award-winning outsourced solutions. These are exciting times across the group. Significant growth, change, and investment make it a truly world class opportunity to help shape our organisation for the next stage of its own journey. The Technology Business Partner ("Tech BP") serves as the business relationship link between asset class business units and Technology at the leadership level. You will play a key role in supporting the continued growth in our business and to help drive the ongoing development of our private markets Technology function. As a senior member of the Private Markets Technology team, you will serve as the strategic interface with assigned markets business units or jurisdictional areas for the purpose of business technology strategy development, business demand management, solution discovery, service, solution adoption and risk management. You will perform a key role within a highly skilled team and should offer exceptional communication skills, tenacity, enthusiasm, and consistent energy to drive a successful partnership approach. The Tech BP provides highly valued strategic consulting level support and guidance through key technology initiatives. They communicate decisions, priorities, and relevant project information to appropriate levels regarding business unit requests. They are motivated and proactively share knowledge of technology capabilities, risks, and opportunities to build competitive advantage and improve efficiency and effectiveness of business units. They partner with business leadership and other key stakeholders to define opportunities and identify and prioritise projects based on predefined criteria (e.g., return on investment, productivity, compliance). The Tech BP proactively serves as a "trusted advisor," and is the primary point of contact in Technology for business line leaders and managers, providing insight on technology matters to enable and inform decisions. They operate as the key business contact representing Tech in promoting services and capabilities. The Tech BP is commercially driven and provides support in delivering technology products that meet the needs of the business, with a focus on strategic initiatives and planning activities for their business area. They strive to understand market challenges, including client priorities and competitive issues. Tech BPs are proactive and anticipatory in their thinking. They are, by nature, driven and provide significant value to business units. Tech BPs facilitate the investment intake process and the high-level planning and execution of business initiatives. They serve a lead role in enabling the business to achieve their objectives through the effective use of technology. Key responsibilities: Build strong trusted relationships with business leaders, manage complex priorities, and provide commercial and technical guidance to support delivery of the Aztec vision Work with the wider Technology team to create and provide insightful technology strategies and information backed up by meaningful analysis for our Products across our multiple jurisdictions Use solid tech knowledge and business insight to interpret data, draw conclusions, provide insights, and make proactive recommendations that deliver results, define improvements, and influence the leadership team Support the leadership team, their Products and Functions in the preparation of their technology strategy ensuring appropriate challenge in establishing stretch but achievable targets aligned to the five-year plan Work closely with the Office of the Chief Digital Officer to ensure demand and capacity needs are held and managed centrally to ensure effective coordination of technology teams Be a Technology representative on Product boards or committee meetings Support the leadership team in implementing action, articulate complex technology information in an easy-to-understand manner, without the use of complex Tech jargon Be able to speak to and present the technology landscape and vision to existing clients and prospects during sales processes Ensure appropriate, forward looking decision support is provided to stakeholders Stay informed of relevant industry and market intel for all products and jurisdictions to assess and report on current market trends and identifying opportunities that can be created Be proactive in identifying areas for improvement and driving forward change and efficiencies Develop and implement opportunities for operational efficiencies using analytical insight and work with the peers across the group on projects as required Change Management & Adoption: ability to focus on the human side of change by building and delivering effective strategies for the adoption of new technology across the group. Working with business units to leverage and make best use of existing capabilities where appropriate Management and mentoring of staff Skills, knowledge, expertise: The ideal candidate will have previous experience in a senior Tech, Change or Finance role, in a business partnering role for a medium to large, complex organisation, preferably an Asset Servicer/Fund Administrator or GP/Asset Manager Strong ability to manage multiple priorities across different business lines and in multiple regions Proven experience in understanding business requirements and considering and then recommending appropriate technology solutions working in consultation with architecture and apps teams Broad and deep knowledge of the technologies used to service Private Equity/Credit funds such as eFront Invest, Front Debt, Investran, Allvue/Black Mountain, and Sentry Proficiency in investor servicing and a thorough understanding of LP onboarding processes and tools such as Bite, Anduin, Data Exchange, Investment Café, and AtomInvest Experience automating Fund of Funds services with intelligent document processing technology such as Canoe, Alkymi and Accelex Excellent communication: communicates with clarity and confidence at all levels; adapts style and content to the needs of the audience by being inspirational, avoiding 'tech jargon' where appropriate and helping business stakeholders to understand proposed solutions and/or options Demonstrable ability to influence senior personnel within medium to large organisation and help non-finance and non tech savvy stakeholders understand their performance and consequent actions Ability to own and resolve problems dealing with escalations and client needs and communicating complex tech considerations in plain English Preferably although not essential hold relevant qualification ideally with experience in business partnering and delivering commercial value Exposure to financial services, in particular fund services and asset management business will be an added advantage Sound technical and reporting experience with the ability to develop positioning papers and consolidate information for Tech and Business leadership teams Computer literacy and advanced PowerPoint and Excel skills are essential Excellent interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts Uses active listening skills to communicate data (both written and verbal) in a clear, concise, and unambiguous manner. Adjusting styles for various audiences to articulate finance issues clearly Presents a professional image in words, tone, and style We will provide the training, both in house for relevant technical knowledge and professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.

Client Delivery Lead (Financial Services Administrator) Hybrid working -Home+ Belfastoffice We are Succession Wealth, from "start-up" in 2009, we are now one of the leading independent financial planning and wealth management business' in the UK and part of the Aviva Group. We have over 900 employees and 200 Wealth Planners who provide wealth management and financial planning services to individuals and corporate clients across the UK via our network of offices. Due to our continued growth Succession now have a fantastic opportunity for an organised and competent Administrator to join our Client Delivery team. In this fast paced role you will work as part of a highly effective administration team supporting our Wealth Planners to ensure we deliver an excellent service and outstanding outcomes for our clients. The role The primary purpose of the role is to work as part of a team to enable Succession Wealth Planners to maintain and assess a portfolio of high net worth clients. This is achieved through processing new business applications, tracking to completion as well as liaising with wealth planners and Paraplanners. The role holder is also expected to ensure that our client information database is accurate at all times. On a day to day basis you can expect to be Liaising with policy providers for policy details and obtaining policy illustrations. Processing new business applications, tracking to completion. Co-ordinating wealth planner's diaries and arranging client meetings. Preparing documentation for client appointments and meetings, including the production of annual planning meeting packs. Responding to email enquiries and liaising directly with clients. Sending prepared investment information and reports to clients. Ensuring all data entry is completed accurately and within specified timelines. To be successful in the role you will need At least a year's experience in a fast paced financial services administration role, preferably in client and advisor support. Experience of XPLAN is desirable. Good communication, literacy and numeracy skills with a high degree of accuracy. Excellent interpersonal and organisational skills. Good working knowledge of Microsoft Word and Excel. What you can expect from us Acompetitive basic salary, annual pay reviews and performance linked increases as well as a fantastic range of benefits including: 25 days Annual leave rapidly increasing with service, plus bank holidays and additional days for Christmas closure. Excellent company pension scheme with a generous employer contribution. Agile and family friendly working arrangements to allow for a great work/life balance. Company sick pay. Enhanced maternity, paternity and adoption pay. Up to 40% discount on Aviva Insurance & Investment products. £465 towards the purchase of home office equipment. Group Life Assurance Scheme: 8 x salary. Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more! A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digitial GP, Mental health and Nutrition Sessions and Employee Assistance Programme. Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening. Support with cost of professional exams /study days. Charity Days. Company Events Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs. Some of the support we currently we offer includes: Employee Assistance Programme including access to a 24/7 support line. Access to mental health first aiders. Menopause support. Parental and compassionate leave. Wellbeing Library and Hub. Aviva DigiCare and Workplace. Bereavement Helpline. Support in achieving your career goals Sponsorship for relevant professional exams and study leave. Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance. Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams. Clear career pathways and endless internal job opportunities. Access to a huge range of free courses via our Learning Management system. We do not accept unsolicited cv submissions from agencies, any such will be accepted as a direct application from the candidate. Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we are able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.

Join Superdrug Head Office - Make a Real Difference Every Day! Location: East Croydon Station. Hours: 37.5 9.00am - 5.30pm - Hybrid working available depending on role responsibilities with 2 days working from home and 3 days in our stylish, modern and collaborative office close to East Croydon Station. Salary: Competitive Why Superdrug? Passionate about Beauty and Health? Want to be part of an innovative, trend setting retailer? Our vibrant Head Office, based by East Croydon station is a fantastic environment filled with hundreds of brilliant personalities. We're a team that puts our customers and our teams at the heart of everything we do. At Superdrug, we aim to be the best in accessible health & beauty, loved by our customers for value, choice, friendly advice, service and fun. Our success comes from our people - they make the difference. We're all about personality, we have fun, and we work hard to deliver That Superdrug feeling. A day includes This is a pivotal role at the heart of the Estates team, acting as a bridge between property management, master data, compliance, and finance. You'll manage the high volume of queries in the property admin inbox, ensuring prompt and thorough responses, and play a key part in the supplier change process for landlord rents and service charges. You'll also oversee the sub-let portfolio, manage tenant changes, and ensure the Horizon database is always up to date. On the master data side, you'll be responsible for the accurate setup and maintenance of property and supplier data across multiple systems (including Horizon, Oracle, and Retek), supporting both Superdrug, Savers and Three. You'll help drive Goods Not For Retail (GNFR) compliance, support the implementation of tenant recharges, and ensure that all costs, such as service charges, repairs, maintenance, and insurance, are correctly recharged to tenants in line with lease terms. A typical day in this role includes Managing the Property Admin inbox: monitoring, responding to, and following up on queries to completion. Overseeing landlord supplier changes and ensuring GNFR compliance, including obtaining documentation and setting up suppliers for payment. Processing rent and service charge reconciliations in collaboration with finance, and supporting payment runs. Maintaining and updating property and supplier data in Horizon, Oracle, and Retek, ensuring data accuracy and integrity. Managing the sub-let portfolio: raising rent charges, processing tenant changes, and updating the Horizon database. Implementing and managing tenant recharges for costs such as service charges, repairs, maintenance, and insurance. Supporting the property change note process (Blues) and ensuring timely, accurate processing. Liaising with landlord, managing agents, internal teams, and external suppliers to resolve queries. Producing and managing rent reports and ensuring all invoices are processed and authorised for payment. Providing day-to-day and project administrative support to the property management and property administration teams. This job is a good fit for you if You have great drive and ambition to achieve, with fantastic attention to detail. You're highly organised, able to balance a varied workload, and thrive under pressure. You have experience managing property-related accounts, including processing invoices, reviewing statements, and carrying out statement reconciliations. You're confident managing large datasets and maintaining data accuracy across multiple systems. You're a strong communicator, able to build relationships and liaise with a range of stakeholders - internal teams, landlords, managing agents, and external suppliers. You're self-motivated, able to work independently, but also enjoy being part of a team. You're comfortable with change and keen to support process improvements and new initiatives. What you'll need Experience with property management databases (ideally Horizon or similar), and large ERP systems (Oracle, Retek, etc.). You have a background in property administration or property accounts, with hands on experience with accounts payable, credit control, and confidence in reconciling statements of account. Knowledge of commercial property management. Strong IT skills, including Microsoft Outlook, Teams, Excel, PowerPoint, and Word, as well as experience with online and internal databases. Ability to build strong relationships, influence, and communicate cross-functionally at all levels. Experience in multi site retail businesses and centralised finance/shared service environments is highlight advantageous. Ability to understand the "big picture" while maintaining an eye for detail. What's in it for you 33 days holiday rising to 38 days with length of service (inclusive of bank holidays) 2 staff discount codes for yourself and a family member or friend 30% discount on Superdrug Own Brand Products both in store and online Hybrid working patterns available depending on role responsibilities with 2 days working from home and 3 days in our stylish, modern and collaborative office close to East Croydon Station Company pension matching and bonus We offer Stream - a money management app that gives you access to a percentage of your pay as you earn it Being part of more! We are part of a group who work closely with Savers, The Perfume Shop and Three UK We are part of A.S. Watson Group, the world's largest international health and beauty retailer with over 15,700 stores in 25 markets! Unrivalled Learning and Development programmes Enhanced maternity/shared parental/adoption leave, company sick pay and pregnancy loss and support Come and be part of something special!