Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
Requirements
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
Requirements
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
Accounts Office Manager required for a new and exciting permanent opportunity working for a small but well established business based in the South Birmingham area.
This is a fantastic opportunity to join a forward thinking business where you will be responsible for the day to day transactional processing for the business whilst managing and motivating a small team.
You will ideally have experience in purchase ledger, sales ledger, credit control, bank reconciliations, billing, payroll and month end accounting.