Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Manage client relationships and act as the primary point of contact for clients.
Maintain accurate and up-to-date financial records using Xero for a portfolio of clients.
General
Our client based in the Monmouth area NP25 5JA is recruiting for a Client Manager - This is a part-time role, flexible working and offers hybrid working
Autograph Recruitment are currently recruiting for an ambitious, eager Client Manager to join a reputable client in Caldicot, The role is as a Client Manager with an opportunity to work on a portfolio of clients in different industries and locations.
It will appeal to an accountant with a few years of experience who expects to qualify as an ACA or ACCA in the next year or has qualified in the past year and wishes to expand their knowledge and experience of accounting, financial reporting tax and business advice.