Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
We are seeking an Internal Account Manager to join the team for our highly reputable business based in Grantham, dedicated to fostering client relationships and ensuring customer satisfaction.
This role is ideal for someone with a passion for customer service, a knack for sales, and a desire to contribute to a company culture that values being hungry, humble, and smart.
Duncan & Toplis are one of the largest independent firms of accountants and business advisers in the East Midlands and beyond.
We are also an award-winning company, having won Professional Services Firm of the Year in 2023.
We've a reputation for dedication, commitment and attention to detail that offers real value, meaning we're recognised by many as their trusted adviser.
Reporting into the Audit director, who is responsible for overseeing all audits to a portfolio of clients, you will act as the lead on audits and be responsible for ensuring deadlines and standards are adhered to.
A regional firm of accountants with multiple sites, this firm is a registered practice with both the ACCA and the ICAEW and has an excellent reputation across the Midlands.
You would also be tasked with supporting the development of juniors on the audits with you.
Our client is a growing Financial Planning practice that offer a tailored approach to their clients with a real focus on making their clienteles money work for them.
Working with both private individuals and corporate clients they have a strong technical knowledge across the board of services.
The firm is backed by one of the UK's largest wealth manager and therefore there is some great internal progression routes within the firm.