Working alongside the business’ Managing Director and Operations Director, the Finance Manager will not only be an exceptional accountant and hands-on with Company finances but will also be commercially aware, advising on the best path of growth for the business.
This role will have overall control and responsibility for all financial aspects of company strategy and will be expected to analyse figures and implement recommendations based on these findings, with the most profitable outcomes.
The position is full time but might suit someone on reduced hours or flexible hours as the role can be managed accordingly. Remuneration will be commensurate with experience and hours worked.

DUTIES AND RESPONSIBILITIES

• Form a close working relationship with the Managing Director, Operations Director and other Senior Executives and Non Executives.
• Provide leadership to the Board's Finance and Accounting strategy, to optimise the Company’s financial performance and strategic position.
• Take overall control of the Company’s accounting function, Including but not limited to
  • Monthly management accounts, including FRR, cash flow reporting
  • Annual audited accounts and liaison with auditors
  • Quarterly billing process, WIP analysis
  • Recoverability, utilisation analysis for resources
  • Liaison with Trust Quay re NavOne
  • Report writing using NavOne functionality
  • Purchase ledger book keeping overview
  • Accruals prepayments and journals
• Contribute fully to the development of Company strategy across all areas of the business, challenging assumptions and decision-making as appropriate and providing financial analysis and guidance on all activities, plans, targets and business drivers.
• Ensure that Company financial systems are robust, compliant and support current activities and future growth.
• Ensure corporate budgeting processes are carried out and reviewed.
• Take ultimate responsibility for the Company cash management policies.
• Ensure that the regulatory requirements of all statutory bodies are met.
• Assist and manage various projects as directed by the Managing Director/Operations Director
• Manage the payroll including all relating returns, group income and group protection

PERSON SPECIFICATION

• Qualified member of an accountancy body or holder of an equivalent qualification
• Meet the requirement for a commercially astute, articulate, technically strong, dynamic, insightful and influential leader with the ability to operate at both strategic and operational levels.
• Exceptional communication skills at all levels
• Strong IT skills, always being ahead of new technologies
• Ability to handle pressure and critical decision-making.
• High integrity and openness combined with commitment to good governance.

The role may attract the provision of a local housing license and housing assistance.

JOB DESCRIPTION

The role reports to the Pensions Manager and the role necessitates a wide range of responsibilities to a variety of high-profile Corporate and Pension clients whilst assisting with the key people management in a supportive, yet progressive environment. You will be joining a team committed to delivering excellent service level and client delivery adding value to the governance of the schemes they manage, whilst honing your leadership skills. The company recognises the specialised field in which it operates is narrow and is open to applications from candidates in other financial services sectors and accountants or lawyers. Training specific to this role can be provided.

KEY RESPONSIBILITIES (Included but not limited to)

• Administration and management of a portfolio of Trusts, Companies and Pension Schemes;
• Liaising with clients, intermediaries, investment houses etc. in a variety of communication methods;
• Preparation of minutes, written resolutions, and other statutory documentation;
• Assisting with supervision, training, mentoring and coaching of other team members;
• Providing technical support to the team and wider business if requested;
• Deputising for the Pensions Manager;
• Working closely with all internal departments and external parties to help deliver a first class service;
• Act as signatory;
• Compliance with Anti Money Laundering and other Regulatory obligations including collation and upkeep of Client Customer Due Diligence (CDD);
• Ensure high service levels are maintained and/or exceeded and meet performance and quality as well as complying with industry standards;
• Assist with the development of pension policies and procedures and carry out an ongoing review of existing policies and procedures;
• Any other duties as requested.

ATTRIBUTES AND EXPERIENCE

• Proven track record working within the fiduciary, insurance, banking or pension industry or in a similar position;
• Minimum 3 -5 years’ experience in the finance services industry;
• Professionally qualified (e.g. STEP, ICSA etc. or equivalent) is desirable or working towards professional qualification or qualified by experience;
• Previous experience in team management or supervisory role;
• Previous experience as a Signatory;
• A strong sense of accountability, delivery, productivity;
• Excellent organisation and communication skills both written and oral;
• Technical skills, experience & knowledge related to the role is desired but candidates from other finance sectors are encouraged and specific training can be provided ;
• NAVISON software experience is desired but training can be provided;
• Professional, personable and approachable;
• Accustomed to working as part of a team;
• Adaptable and self-motivated;
• Support Directors, Associate Directors and Managers to ensure work fulfils and exceeds compliance and quality standards.

Salary will be commensurate with experience.

The role would suit someone commencing their career or wishing to make a change in their career. The role necessitates a wide range of responsibilities and a variety of duties which include assisting the fiduciary team members in all aspects of administration of Trusts, Companies and Pension Schemes. The role reports to the Associate Director.

KEY RESPONSIBILITIES

The duties will include assisting the team with the following:

• Liaising with clients, intermediaries, bankers and investment houses – by email, in letter form and by telephone;
• Checking of bank statements, contract notes, custody schedules and investment portfolio;
• Assisting with client entity reviews;
• Preparation of minutes, written resolutions, and other statutory documentation;
• Making payments, using online banking software, and in written form;
• Setting up and maintaining client databases;
• Closing down processes;
• Keeping up to date client due diligence;
• Keeping up to date with office procedures;
• Keeping up to date with relevant local anti-money laundering legislation and other regulatory requirements;
• Copying and scanning documentation;
• Other general administration duties which arise in the course of day to day business;
• Understanding of Risks associated within the industry;
• Compliance with Anti Money Laundering and other Regulatory obligations including collation and upkeep of Client Customer Due Diligence (CDD).

ATTRIBUTES AND EXPERIENCE

• Good organisational and communication skills;
• Polite manner when dealing with clients, intermediaries and other Concept personnel;
• Smart appearance and a good ambassador for Concept Group;
• Ability to work as part of team and on own initiative;
• A desire to study for a relevant professional qualification.

ADDITIONAL INFORMATION

• Salary will be commensurate with experience;
• Excellent benefits package applicable to this position will apply;
• All training required for the role will be provided.

This role reports to the Associate Director and the role necessitates a wide range of responsibilities and a variety of duties which include all aspects of administrations for a portfolio of Trusts, Companies and Pension Schemes. You will be joining a team committed to delivering excellent service level and client delivery.

KEY RESPONSIBILITIES (included but not limited to)

• Administering a portfolio of Trusts, Companies and Pension Schemes;
• Liaising with clients, intermediaries, bankers and investment houses – by email, in letter form and by telephone;
• Assisting with client entity reviews;
• Preparation of minutes, written resolutions, and other statutory documentation;
• Making payments, using online banking software, and in written form;
• Setting up and maintaining client databases;
• Closing down processes;
• Keeping up to date with office procedures;
• Working closely with all internal departments to help deliver a first class service;
• Ensure high service levels are maintained and/or exceeded, prompt turnaround of communications and deadlines are met;
• Keeping up to date with relevant local anti-money laundering legislation and other regulatory requirements;
• Other general administration duties which arise in the course of day to day business;
• Understanding of Risks associated within the industry;
• Compliance with Anti Money Laundering and other Regulatory obligations including collation and upkeep of Client Customer Due Diligence (CDD).

ATTRIBUTES AND EXPERIENCE

• Proven track record working within the fiduciary services industry or in a similar position;
• Preferably 5 years’ experience in the fiduciary services industry;
• Professionally qualified (eg STEP, ICSA) is desirable or qualified by experience;
• Have been acting as a Signatory at previous employer;
• Good organisation and communication skills;
• Good technical skills and experience related to the role;
• Pensions experience preferable;
• Navision experience is desired;
• Professional, personable and approachable;
• Accustomed to working as part of a team;
• Adaptable and self-motivated;
• Support Directors and Managers to ensure work fulfils compliance and quality standards.

ADDITIONAL INFORMATION

Salary will be commensurate with experience;

This role reports to the Manager of the Pensions team, responsibilities will include assisting the team with the day to day administration of retirement products and private client administration.

DUTIES

Duties will include but are not limited to:

• Various administration tasks relating to retirement products, trusts (discretionary, remuneration, pension, reserved powers), companies, PCC cells, QNUPS and International Pension Plans etc.;
• Assist with responses to member/client/intermediary queries and administrative requests within an acceptable timeframe as per the company policies and procedures;
• Follow a range of activities and checklists to ensure accurate and timely administration of tasks;
• Assist with the preparation, collation and dispatching of documentation which may include, but not limited to, member benefit requests, transfer out request and investment reviews;
• Maintain and update in-house systems;
• Comply with Anti-Money Laundering and other Regulatory obligations including collation and upkeep of Client customer Due diligence (CDD);
• Provide assistance/cover in the absence of other team members;
• Any other ad-hoc duties as requested.

ATTRIBUTES AND EXPERIENCE

• Minimum 3 GCSE qualifications (grade C or above or equivalent) which include Maths and English;
• Proficient understanding of Compliance and Client Due Diligence requirements;
• Proficient understanding of AML Regulations;
• Proficient in Microsoft Office Suite;
• Good written and verbal communications;
• Ability to be resourceful and proactive when issues arise;
• Desire to continuously learn and develop;
• Good time-management skills;
• Accustomed to working as part of a team;
• Professional, personable and approachable.

This role reports to the Assistant Manager and the role necessitates a wide range of responsibilities and all staff will have a variety of duties. Responsibilities will include assisting the Assistant Manager and Manager with the day to day administration of pension schemes.

KEY RESPONSIBILITIES (Included but not limited to)

• Administration of all domestic pension schemes including occupational, international and local;
• Responding to client instructions, queries and requests within a timely manner;
• Proactively and reactively liaise with clients and intermediaries by telephone, email and written correspondence;
• Working closely with all internal departments and external parties to help deliver a first class service;
• Compliance with Anti Money Laundering and other Regulatory obligations including collation and upkeep of Client Due Diligence (CDD).

ATTRIBUTES AND EXPERIENCE

• Minimum 1 year experience within the pension industry or in a similar position;
• The desire to study towards a professional qualification;
• A strong sense of accountability, delivery and productivity;
• Good organisation and communication skills, both written and oral;
• Understanding knowledge of compliance and regulation;
• Accustomed to working as part of a team;
• Adaptable and self-motivated.

Salary will be commensurate with experience.