The Client Accountant will be seeking to progress in their career and build on their experience in this role predominantly handling the accounts, advisory and management reporting for a number of SME, OMB and other clients.
The ideal Portfolio Accountant will have proven experience within a similar role and practical experience managing a portfolio and a team and will be looking for a rewarding but challenging position.
Client Accountant required to join this Medium sized very successful accountancy practice in the Accounts & Outsourcing team based in the Gerrard's cross-office.
Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.
The Role
To support Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
An exciting opportunity for an experienced Financial Adviser to join a successful business, who will have the opportunity to move into directorship as the company grows.
Company Overview
Based in Gerrards Cross, they look after individuals, families and businesses in London, the Home Counties and the local area.
Our client was originally established in 1983 and has since grown into a successful and client orientated firm.