Cash and Investment Specialist
2 days ago
The King's Trust is looking for a skilled Cash and Investment Specialist to join their team in Birmingham. As a key member of the finance team, you will be responsible for ensuring the effective management of the Trust's cash and investments.
The ideal candidate will have a strong understanding of cash flow analysis, liquidity reporting, and forecasting, with a minimum of 5 years of experience in a similar role. A bachelor's degree in finance or a related field is also required.
Estimated Salary: £55,000 - £75,000 per year
You will work closely with internal stakeholders and banking institutions to manage transfers, investments, credit facilities, and account structures. Your ability to communicate effectively and negotiate agreements will be crucial to your success.
Key Responsibilities:
- Manage the Trust's cash and investments
- Ensure timely and accurate maintenance of the ledger
- Collaborate with the finance governance team to strengthen fraud prevention and monetary risk controls
- Build and maintain relationships with internal stakeholders and banking institutions
- Record and manage treasury transactions in the ledgers
- Lead the monthly reconciliation of treasury codes
- Manage month-end treasury operations
Benefits:
- 30 days annual leave, plus bank holidays and closure over Christmas and New Year
- Fantastic holiday package
- Opportunity to work with a reputable organization in the UK
-
Cash and Investment Administrator
4 days ago
Birmingham, Birmingham, United Kingdom Robertson Bell Full timeKey ResponsibilitiesOversee the management, monitoring, and reporting of The King's Trust's financial instruments to drive optimal performance and security.Act as the key liaison for internal stakeholders and banking institutions, expertly managing transfers, investments, credit facilities, and account structures.Collaborate with the finance governance team...
-
Pensions and Investment Specialist
2 days ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJob DescriptionAs a Pensions and Investment Specialist, you will play a critical role in supporting our advisors and directors in providing expert financial planning advice. Your responsibilities will include:1. Providing technical support to advisors and directors by informing and advising on financial planning factors and suitable plans and products.2....
-
Cash and Transit Security Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom NCR Atleos Full timeNCR Atleos, a leading financial access provider based in Atlanta, employs over 20,000 dedicated professionals who optimize branch operations, improve efficiency, and enhance self-service capabilities for global clients.As a Cash and Transit Security Specialist, your role will be highly varied. One day, you may be responsible for driving company vehicles,...
-
Property Investment Specialist
2 days ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeAbout the Job:We are seeking an experienced Property Investment Specialist to join our team in Birmingham. The successful candidate will have a proven track record of driving business growth, leading teams, and maintaining close relationships with stakeholders.The ideal candidate will have previous experience in asset management, knowledge of tenant service...
-
Savings and Investment Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom CleverHR Full timeAbout CleverHR:We are an award-winning HR company committed to providing cutting-edge solutions for businesses. As a Savings and Investment Specialist, you will play a crucial role in helping our corporate clients achieve their financial goals. Our team is passionate about delivering exceptional results and building long-term relationships with our...
-
Investment Advice Specialist
2 days ago
Birmingham, Birmingham, United Kingdom CV-Library Full timeJob OverviewWe are seeking a skilled Financial Services Professional to join our respected financial services firm in the Midlands. As an Investment Advice Specialist, you will provide tailored investment advice to clients, ensuring compliance with all regulatory standards and company procedures.About the Role:The successful candidate will be responsible for...
-
IT Auditor
2 days ago
Birmingham, Birmingham, United Kingdom Illinois CPA Society Full time**Job Title:** IT Auditor - Investment Banking SpecialistDeutsche Bank is seeking a skilled IT Auditor to join our global Group Audit (GA) function. As an IT Auditor, you will be responsible for evaluating the effectiveness of internal IT controls supporting Innovation and Investment Banking areas.Key Responsibilities:Evaluate IT controls in support of...
-
Cash and Financial Services Assistant
3 weeks ago
Birmingham, Birmingham, United Kingdom Birmingham and Solihull Mental Health NHS Foundation Trust Full timeJob Requirements">We are seeking a highly skilled and experienced individual to join our team as a Cash and Financial Services Assistant. The successful candidate will provide administrative support to the hospital's finance department, assisting with the collection, banking, and reconciliation of Exchequer income, petty cash, patients' financial...
-
Real Estate Investment Specialist
2 days ago
Birmingham, Birmingham, United Kingdom ProFind Property Recruitment Full timeJob Description:We are looking for a Real Estate Investment Specialist to manage our shopping centre. The role involves strategic asset management, financial oversight, lease management, property development, stakeholder engagement, and compliance with legal and regulatory standards.Key responsibilities include:Coordinating with internal teams and external...
-
Investment Portfolio Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom SF Recruitment Full timeAbout the RoleWe are seeking an experienced Investment Manager to join our dynamic team at SF Recruitment in Birmingham.Job DescriptionThe successful candidate will be responsible for monitoring investment portfolios daily, producing monthly investment reports, and attending treasury meetings. Additional responsibilities include analysing portfolio returns,...
-
Financial Services Risk Oversight Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Quilter plc Full timeAt Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management, we are seeking a Financial Services Risk Oversight Specialist to join our team. This role is part of Quilter Cheviot Financial Planning, which provides highly personalised and comprehensive financial advice for individuals...
-
Investment Support Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Blessinginvestment Full timeInvestment Support Role:This exciting opportunity is available at Blessinginvestment for a highly motivated and experienced Investment Advisor.The role involves providing support and assistance to the branch/desk, with a focus on adapting to changing responsibilities and using them as opportunities for learning and professional growth.Estimated Salary:...
-
Investment Advisory Specialist
5 days ago
Birmingham, Birmingham, United Kingdom Okailgroup Full timeFinancial Services Career Opportunity:The Okailgroup Investment Advisor scheme offers an exciting opportunity for candidates to develop their skills and knowledge in the financial services sector. As an Investment Advisor, you will play a vital role in supporting the team and adapting to changing responsibilities, while also gaining valuable experience and...
-
AI-Powered Order-to-Cash Systems Specialist
2 days ago
Birmingham, Birmingham, United Kingdom Sidetrade Full timeAs a Senior Full Stack Software Engineer at Sidetrade, you'll be part of our dynamic team that's driving innovation in AI-powered Order-to-Cash systems. With a strong emphasis on diversity, inclusivity, and fairness, we foster a multicultural environment that fuels creativity and collaboration.About the TeamOur team consists of experts from over 22...
-
AI-Powered Order-to-Cash Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Sidetrade Full timeAbout Us">Sidetrade is a fast-growing international software company transforming the Order-to-Cash process for global enterprises. Our AI-powered SaaS platform digitizes the financial customer journey, empowering CFOs to secure and accelerate cash flow generation.">We are recognized as a Leader in Gartner's Magic Quadrant for two consecutive years and...
-
Low-Level Window Cleaning Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Nationwide Specialist Services Full timeAre you looking for a new challenge in retail window cleaning? Nationwide Specialist Services is a leading provider of retail window cleaning services and we are seeking a motivated and experienced window cleaner to join our team in your local area.About the Job:This is a fantastic opportunity for someone who wants to start a new career in retail window...
-
Retail Window Cleaner
2 weeks ago
Birmingham, Birmingham, United Kingdom Nationwide Specialist Services Full timeNationwide Specialist Services is a leading provider of retail window cleaning services. We are seeking a motivated and experienced window cleaner to join our team in your local area.About the Role:This is a fantastic opportunity for someone who wants to start a new career in retail window cleaning.The ideal candidate will have a strong work ethic, excellent...
-
Client Relationship Specialist
3 weeks ago
Birmingham, Birmingham, United Kingdom Inspired Thinking Group Full timeJob Title: Client Relationship SpecialistWe are seeking a highly skilled Client Relationship Specialist to join our team at Inspired Thinking Group in Birmingham. This role offers the opportunity to build strong relationships with clients and internal stakeholders, driving business growth through effective collaboration and communication.About the Role:As a...
-
Comprehensive Financial Oversight Specialist
4 weeks ago
Birmingham, Birmingham, United Kingdom Quilter plc Full timeWe are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management. Our sister company, Quilter Cheviot Financial Planning provides highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning and...
-
Compliance Director for Investment Management
4 weeks ago
Birmingham, Birmingham, United Kingdom Willow Resourcing Full timeWe are seeking a seasoned Compliance specialist to lead our efforts in ensuring regulatory compliance across all aspects of our business.The ideal candidate will have extensive experience working within the investment management industry, with a strong understanding of relevant laws and regulations.As Head of Compliance, you will be responsible for...