Giving basic advice to financial services organizations on the legal and regulatory rules they must follow – such as those about data security or preventing money laundering Occupational Profile All financial services organizations have to meet a wide range of compliance and risk requirements set out in legislation e.g. data security, or required by
Chartered Legal Executive
Providing legal services to clients and colleagues. Occupational Profile Provide legal services to internal and external clients. Typical activities that will be carried out are: Taking client instructions Managing the inception, progression and completion of client matter Communication (written and oral) with internal and external clients Reviewing documents Drafting and producing legal documents Conducting
Assistant Accountant
Carrying out routine financial activities and support for businesses and organizations of all types and sizes. Occupational Profile An Assistant Accountant provides support to internal and external customers and will work predominately either as an assistant accountant within practice or alternatively within the finance function of an organization. Part of their role will involve
Advanced Credit Controller / Debt Collection Specialist
Managing credit and collecting debt for businesses and other organizations. Occupational Profile Credit management / debt collection is a dynamic function found across all sectors of UK and international commerce. Given the importance of credit management and debt collection, roles are central to many operations, typically setting policies, facilitating sales, managing financial risk and
Actuary
Using mathematical skills to measure the probability and risk of future events, and the financial impact Occupational Profile Actuaries work in a very niche industry with only approximately 450 qualifying each year. The actuarial profession however is still a diverse sector, working in the areas of insurance, pensions, healthcare, investment and the growing area
Actuarial Technician
Helping colleagues to build mathematical models to make financial predications for clients. Occupational Profile The actuarial profession is a diverse sector which involves the management of uncertainty and risk to help clients, both internal and external, meet their objectives. Actuarial teams build mathematical models to predict future financial outcomes; from setting car insurance premiums
Accountancy / Taxation Professional
Providing financial information and advice to different organizations. Occupational Profile Accountancy / Taxation Professionals are recognised around the world as respected leaders in accountancy, taxation, finance and business. From providing strategic business advice to audited financial statements or driving mergers and acquisitions, a career as an Accountancy / Taxation Professional can be diverse and
Team Leader / Supervisor
Managing teams and projects to meet a private, public or voluntary organization’s goals. Occupational Profile A team leader/supervisor is a first line management role, with operational/project responsibilities or responsibility for managing a team to deliver a clearly defined outcome. They provide direction, instructions and guidance to ensure the achievement of set goals. Working in
Senior Leader (Degree)
A leader who has senior management responsibility Occupational Profile A leader is someone who has senior management responsibility, and this can include formal governance/director responsibilities. They are responsible for direction and vision, providing a clear sense of purpose and driving strategic intent. They take into account market trends and environmental influences, identifying longer-term opportunities and
School Business Professional
Administering and managing financial, site and support services within the school context Occupational Profile School Business Professionals (SBPs) perform a role which is unique to schools, administering and managing the financial, site and support services within the school context. They provide essential support to school leadership teams, implementing their financial and business decisions. SBPs may
