Providing administrative support to a financial organization, to provide a high quality and compliant service. Occupational Profile The Financial Advice market consists of c19000 SME businesses split approximately 75% financial advice, 25% mortgage advice. These SME businesses are supported by umbrella organizations known as networks who provide a range of support services to the
Financial Adviser
Working within small businesses or large organizations such as banks, giving clients specialist advice on how to manage their money. Occupational Profile Financial advisers provide their clients with specialist advice on how to manage their money. They may be employed in large companies such as banks or within small specialist advice businesses. The role
Credit Controller / Collector
Monitor and manage customer accounts, follow financial policies to collect money owed to organizations. Occupational Profile Credit management is a dynamic function found across all sectors of UK and international commerce and offers a range of challenging and interesting specialisms. Given the importance of credit management and collections, roles are central to many operations,
Conveyancing Technician
Supporting licensed conveyancers with legal matters relating to the transfer of ownership of land or property. Occupational Profile Conveyancing Technicians work under the direct supervision of an Authorized Person, a qualified individual authorized by an Approved Regulator to carry on reserved legal activities e.g. a Licensed Conveyancer; a Solicitor; a Fellow of the Chartered
Compliance / Risk Officer
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
