Finance Work, Jobs in St Helens, Eng (with Salaries)

Bespoke Client Account Onboarding Executive (12 month FTC)
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Accounts Assistant
Gradan —St Helens
- £25,500 - £28,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
Quick apply
Business Administrator - Trade Finance Team
The Access Bank UK —Northwich
- Full-time
- Hybrid work
- Microsoft Word
- Organisational skills
- Typing
- Employee assistance programme
Quick apply
Accounts Assistant / Finance Assistant
Advanced Water Technologies —Warrington
- £27,000 - £32,000 a year
- Full-time
- Organisational skills
- In-person
- Communication skills
Quick apply
3d
Trainee Mortgage Adviser
The New Homes Group —Warrington
- £25,000 - £50,000 a year
- Full-time
- Remote
- Computer skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Finance Business Partner
National Nuclear Laboratory —Risley
- From £76,526 a year
- Continuous improvement
- Annual leave
- Sick pay
10d
Purchase Ledger Assistant
Snowdonia Cheese Company Limited —Deeside
- £32,000 - £36,000 a year
- Full-time
- Hybrid work
- Data analysis skills
- Communication skills
- Analytics
- Annual leave
- Life insurance
Quick apply
8d
Customer Banking Agent
Capita —Preston
- £27,032 - £30,032 a year
- Full-time
- Hybrid work
- Communication skills
- Banking
- Annual leave
- Work from home
FMCG - Purchase Ledger Clerk
T & J T Barton (Bottlers) Limited —Ashton-in-Makerfield
- From £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- In-person
- Free parking
- Employee discount
Quick apply
Finance Officer - Projects
Liverpool City Council —Liverpool
- £40,777 - £46,142 a year
- Employee assistance programme
Wealth Associate – Financial Planning
Swalemond Search —Manchester
- £27,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
Senior Reporting and Insights Analyst
Clear Business —Sale
- Up to £57,000 a year
- Full-time
- Hybrid work
- Agile
- Communication skills
- Free parking
- Annual leave
Quick apply
Customer Optimisation Analyst
Clear Business —Sale
- £25,870 - £29,750 a year
- Full-time
- Hybrid work
- Communication skills
- Time management
- Free parking
- Employee discount
Quick apply
Accounts Payable Specialist
Manchester Airport —Manchester
- Full-time
- Hybrid work
- Free parking
- Employee discount
Junior Compliance Auditor (Non Financial)
Waves Consultancy Ltd —Manchester
- Up to £34,000 a year
- Full-time
- Microsoft Word
- Travel
- In-person
Quick apply
Finance Business Analyst
ITV —Manchester
- £45,000 - £50,000 a year
- Full-time
- Travel
- Agile
- AI
8d
Finance Transformation Lead
CAML —Wigan
- £65,000 - £75,000 a year
- Full-time
- ERP systems
- Analysis skills
- Contracts
- Annual leave
- Employee assistance programme
11d
Finance Head of Operations
Edge Hill University —Ormskirk
- £53,301 - £59,966 a year
- Full-time
- University
- Communication skills
- Annual leave
- Employee assistance programme
13d
Divisional Finance Director Expert Witness
Handl Group —Chorley
- Up to £125,000 a year
- Full-time
- In-person
- Leadership
- Communication skills
Quick apply
Finance Operations Manager
University of Liverpool —Liverpool
- £47,389 - £59,966 a year
- Full-time
- Hybrid work
- Analysis skills

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finance jobs near st helens, eng

Bespoke Client Account Onboarding Executive (12 month FTC)

TrinityBridge -
Northwich

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Job details

Fixed term contract

Qualifications

Financial Conduct Authority guidelines
Document control
Computer literacy
Stakeholder liaison
Internal department liaison
Risk management
Data entry
Document management
Communication skills
Client onboarding compliance checks

Full job description

Role overview

Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance.
The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client onboarding divisions responsible for validation of instruction, associated client communication, third party administration, accurate and timely data input and managing workflow. Complete and error-free input will be essential to establishing new relationships on the right footing.

Key responsibilities

Accurate and timely processing of new business for new and existing clients. This includes but is not limited to validation of client instruction, new client/account set ups, online access set up, ongoing fee shapes/structures, reporting pack settings, income preferences, bank account recording, LEI application, initiation of cash and asset transfers, and all other applicable data items
Daily interaction with Xplan, PULSE, Symphony, Fusion and Third Party systems adhering to applicable SLAs and workflow management
Adherence to all departmental procedures
Close liaison with other teams and departments across the business to ensure all processes run smoothly and effectively
Document management - ensure documentation is scanned/saved and archived in accordance with department operating procedures
Assist the Incident Management and Service Management Teams in the resolution of queries
Participation in the Appraisal and Development Scheme
To inform Line Manager of areas of concern and issues that may arise.
Demonstrate the Firm’s Business Principles (Client, Excellence, People & Integrity).

Regulatory responsibilities | Compliance/T&C

Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.

About you | Qualifications, skills and strengths

Previous experience of operational processes in wealth manager or private client asset management practices would be a key advantage, as would experience in working with investment products, wrappers and ‘platforms’ and cash/asset transfers
Accuracy and attention to detail
Effective prioritisation
Ability to work quickly and accurately within very tight deadlines
Good team player with the ability to work on own initiative and willing to respond to varying requests
Flexibility and availability to work overtime during peak workload periods
Excellent communication skills (written and verbal)
IT skills
Proactive nature to gain efficiencies

At TrinityBridge we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

We appreciate that from time to time, recruitment agencies will have speculative CVs that they may wish to submit to our Talent Acquisition team in relation to a specific role.

To avoid any ambiguity around fees, please note that speculative CVs received by TrinityBridge, that have not been authorised in advance, by us, will be ineligible for an agency fee. Thank you.
#LI-EM1 #LI-SY1

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Refine Your Search

finance jobs in st helens, eng

Bespoke Client Account Onboarding Executive (12 month FTC)

Accounts Assistant

Business Administrator - Trade Finance Team

Accounts Assistant / Finance Assistant

Trainee Mortgage Adviser

Finance Business Partner

Purchase Ledger Assistant

Customer Banking Agent

FMCG - Purchase Ledger Clerk

Finance Officer - Projects

Wealth Associate – Financial Planning

Senior Reporting and Insights Analyst

Customer Optimisation Analyst

Accounts Payable Specialist

Junior Compliance Auditor (Non Financial)

Finance Business Analyst

Finance Transformation Lead

Finance Head of Operations

Divisional Finance Director Expert Witness

Finance Operations Manager

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